We collect monthly data related to our customers thru our CSMs. It would be great if in the custom CTAs would could have the option of pre-filling the fields with the current value of that specific field. The CSMs will then be able just to update the values without starting all the time from scratch. Thanks.
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Maybe an option would be to create a custom SFDC field that we could populate from the custom MDA, would this work? (I mean, will that custom SFDC field appear in the dropdown of linked objects?). This is not great as we will need to create a lot of new fields in SFDC and seems also complex to implement. What do you think? Thanks.
Have you looked into using Linked Objects to bring in current values for specified fields and then optionally allow the CSM the ability to update those fields as they work the CTA?
More info here: https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_CTA_Linked_Objects
That would certainly solve the problem of the most recent value being displayed. If you wanted to also make sure that you're keeping historical trends of the values, then you could use Salesforce Field History Tracking (if you use fields on the Salesforce Account object) or, if you put the fields on the Customer Info object, you could use a Rule to snapshot those values into a custom MDA object.
No, nothing to do with that. When you go in Administration/Call to Action, you have the possibility of creating CUSTOM CTAs and predefine the fields that you want to have in that form, by different groups. I want to have the capability to pre-populate those fields with their last value.
I believe you are looking for creation of predefined tasks to a CTA.
Could you please take a look at below article and let me know if this is what you are looking for ?